WSFS RSI Chart
Last 7 days
3.9%
Last 30 days
0.2%
Last 90 days
-6.3%
Trailing 12 Months
-2.5%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 786.1M | 867.8M | 932.4M | 976.5M |
2022 | 479.2M | 526.3M | 603.5M | 703.8M |
2021 | 702.9M | 689.9M | 676.0M | 456.4M |
2020 | 743.5M | 726.5M | 708.6M | 715.4M |
2019 | 487.5M | 558.2M | 624.1M | 709.2M |
2018 | 386.2M | 396.0M | 406.4M | 455.5M |
2017 | 332.4M | 343.3M | 352.9M | 379.4M |
2016 | 280.0M | 288.5M | 299.0M | 321.6M |
2015 | 242.9M | 246.5M | 250.6M | 272.8M |
2014 | 230.9M | 234.4M | 238.1M | 239.4M |
2013 | 233.3M | 231.5M | 232.1M | 227.1M |
2012 | 237.6M | 242.6M | 239.0M | 237.0M |
2011 | 161.0M | 152.3M | 151.9M | 237.6M |
2010 | 0 | 159.3M | 160.8M | 162.4M |
2009 | 0 | 0 | 0 | 157.7M |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Mar 15, 2024 | levenson rodger | sold (taxes) | -21,709 | 41.91 | -518 | president & ceo |
Mar 15, 2024 | kruzinski shari | sold (taxes) | -2,011 | 41.91 | -48.00 | evp, chief customer officer |
Mar 15, 2024 | bacci arthur j | sold (taxes) | -4,232 | 41.91 | -101 | executive vice president |
Mar 15, 2024 | brubaker lisa m | sold (taxes) | -2,933 | 41.91 | -70.00 | evp, chro |
Mar 15, 2024 | ward patrick joseph | gifted | - | - | -1,121 | executive vice president |
Mar 15, 2024 | ward patrick joseph | sold (taxes) | -3,059 | 41.91 | -73.00 | executive vice president |
Mar 15, 2024 | clark stephen p | sold (taxes) | -5,909 | 41.91 | -141 | evp |
Feb 29, 2024 | brubaker lisa m | acquired | 115,937 | 42.39 | 2,735 | evp, chro |
Feb 29, 2024 | davis christine elizabeth | acquired | 112,291 | 42.39 | 2,649 | evp, chief risk officer |
Feb 29, 2024 | levenson rodger | acquired | 744,835 | 42.39 | 17,571 | president & ceo |
Which funds bought or sold WSFS recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
Mar 22, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | reduced | -7.84 | 164,087 | 1,191,220 | -% |
Mar 11, 2024 | VANGUARD GROUP INC | reduced | -0.78 | 63,695,200 | 319,939,000 | 0.01% |
Mar 05, 2024 | Fisher Asset Management, LLC | unchanged | - | 1,254,680 | 6,111,080 | -% |
Mar 01, 2024 | GOLDMAN SACHS GROUP INC | added | 133 | 16,460,600 | 24,955,900 | -% |
Feb 28, 2024 | AMERICAN INTERNATIONAL GROUP, INC. | reduced | -0.87 | 303,401 | 1,530,020 | 0.01% |
Feb 26, 2024 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | unchanged | - | 198,000 | 963,000 | 0.01% |
Feb 20, 2024 | Quarry LP | new | - | 6,476 | 6,476 | -% |
Feb 16, 2024 | GSA CAPITAL PARTNERS LLP | new | - | 782,000 | 782,000 | 0.07% |
Feb 16, 2024 | HARBOUR INVESTMENTS, INC. | unchanged | - | 660 | 3,215 | -% |
Feb 16, 2024 | PRICE T ROWE ASSOCIATES INC /MD/ | added | 20.43 | 2,324,000 | 6,831,000 | -% |
Unveiling WSFS Financial Corp's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index
Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>
Returns of $10,000 invested in:
Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224
Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.
Peers (Alternatives to WSFS Financial Corp)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
JPM | 574.7B | 171.1B | 11.6 | 3.36 | ||||
BAC | 297.7B | 130.3B | 11.23 | 2.29 | ||||
WFC | 206.2B | 85.7B | 10.77 | 2.41 | ||||
C | 120.0B | 133.3B | 13 | 0.9 | ||||
CFG | 16.4B | 10.2B | 10.23 | 1.61 | ||||
KEY | 14.6B | 7.9B | 15.11 | 1.84 | ||||
MID-CAP | ||||||||
CMA | 7.2B | 4.2B | 8.16 | 1.72 | ||||
ZION | 6.4B | 3.9B | 9.4 | 1.62 | ||||
ABCB | 3.3B | 1.3B | 12.35 | 2.6 | ||||
ASB | 3.2B | 2.0B | 17.55 | 1.64 | ||||
SMALL-CAP | ||||||||
AMNB | 509.4M | 120.2M | 19.47 | 4.24 | ||||
ALRS | 428.7M | 164.9M | 36.65 | 2.6 | ||||
AROW | 411.8M | 162.6M | 13.69 | 2.53 | ||||
ACNB | 313.8M | 96.6M | 9.9 | 3.25 | ||||
ASRV | 46.8M | 60.9M | -13.99 | 0.77 |
WSFS Financial Corp News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Revenue | 2.4% | 257 | 251 | 242 | 226 | 213 | 187 | 160 | 144 | 113 | 109 | 113 | 121 | 332 | 123 | 126 | 134 | 325 | 141 | 143 | 100 | 240 |
EBITDA Margin | -7.5% | 1.12* | 1.21* | 1.01* | 1.05* | 1.01* | 1.08* | 1.05* | 1.12* | 1.25* | 1.22* | 1.20* | - | - | - | - | - | - | - | - | - | - |
Interest Expenses | -2.5% | 178 | 183 | 182 | 183 | 194 | 177 | 154 | 139 | 108 | 104 | 107 | 114 | 123 | 113 | 114 | 116 | 118 | 121 | 123 | 83.00 | 65.00 |
Income Taxes | 28.2% | 29.00 | 23.00 | 23.00 | 21.00 | 28.00 | 26.00 | 22.00 | 2.00 | 15.00 | 18.00 | 32.00 | 21.00 | 17.00 | 15.00 | -2.25 | 1.00 | 14.00 | 16.00 | 10.00 | 6.00 | 8.00 |
Earnings Before Taxes | -4.4% | 93.00 | 97.00 | 92.00 | 84.00 | 112 | 99.00 | 83.00 | 6.00 | 72.00 | 72.00 | 127 | 87.00 | 77.00 | 66.00 | -10.06 | 12.00 | 60.00 | 69.00 | 46.00 | 19.00 | 38.00 |
EBT Margin | -9.4% | 0.37* | 0.41* | 0.34* | 0.36* | 0.31* | 0.33* | 0.33* | 0.42* | 0.56* | 0.54* | 0.52* | - | - | - | - | - | - | - | - | - | - |
Net Income | -13.8% | 64.00 | 74.00 | 69.00 | 62.00 | 84.00 | 73.00 | 61.00 | 4.00 | 56.00 | 54.00 | 96.00 | 65.00 | 60.00 | 51.00 | -7.11 | 11.00 | 46.00 | 54.00 | 36.00 | 13.00 | 30.00 |
Net Income Margin | -11.3% | 0.28* | 0.31* | 0.26* | 0.27* | 0.23* | 0.25* | 0.25* | 0.32* | 0.42* | 0.41* | 0.39* | - | - | - | - | - | - | - | - | - | - |
Free Cashflow | -133.1% | -54.26 | 164 | 91.00 | 29.00 | 73.00 | 165 | 178 | 57.00 | -165 | 199 | 18.00 | - | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Assets | 2.8% | 20,595 | 20,041 | 20,386 | 20,319 | 19,915 | 19,985 | 20,550 | 20,965 | 15,777 | 15,376 | 15,149 | 14,730 | 14,334 | 13,830 | 13,573 | 12,279 | 12,256 | 12,273 | 12,157 | 12,184 | 7,249 |
Cash Equivalents | 78.7% | 1,093 | 611 | 1,116 | 1,103 | 837 | 1,031 | 1,677 | 2,284 | 1,533 | 2,017 | 2,421 | 2,064 | 1,655 | 1,073 | 956 | 505 | 572 | 580 | 522 | 648 | 621 |
Net PPE | -0.5% | 104 | 105 | 108 | 112 | 116 | 119 | 121 | 123 | 87.00 | 91.00 | 93.00 | 94.00 | 97.00 | 97.00 | 99.00 | 102 | 104 | 105 | 104 | 106 | 45.00 |
Goodwill | 0% | 886 | 886 | 884 | 884 | 884 | 884 | 883 | 414 | 473 | 473 | 473 | 473 | 473 | 473 | 473 | 473 | 473 | 473 | 474 | 309 | 166 |
Liabilities | 1.8% | 18,125 | 17,806 | 18,078 | 18,016 | 17,713 | 17,885 | 18,237 | 18,447 | 13,840 | 13,469 | 13,267 | 12,962 | 12,544 | 11,969 | 11,752 | 10,445 | 10,407 | 10,416 | 10,320 | 10,395 | 6,428 |
Shareholder's Equity | 10.5% | 2,478 | 2,243 | 2,307 | 2,303 | 2,205 | 2,101 | 2,313 | 2,518 | 1,937 | 1,907 | 1,882 | 1,768 | 1,789 | 1,861 | 1,822 | 1,833 | 1,849 | 1,856 | 1,836 | 1,790 | 821 |
Retained Earnings | 3.4% | 1,644 | 1,589 | 1,524 | 1,464 | 1,411 | 1,336 | 1,272 | 1,220 | 1,225 | 1,175 | 1,126 | 1,037 | 977 | 924 | 879 | 892 | 917 | 878 | 830 | 801 | 791 |
Additional Paid-In Capital | 0.2% | 1,985 | 1,981 | 1,978 | 1,978 | 1,974 | 1,972 | 1,968 | 1,968 | 1,059 | 1,057 | 1,054 | 1,054 | 1,053 | 1,052 | 1,051 | 1,051 | 1,049 | 1,047 | 1,043 | 1,038 | 350 |
Shares Outstanding | -100.0% | - | 61.00 | 61.00 | 62.00 | - | 63.00 | 65.00 | 65.00 | - | 48.00 | 48.00 | 48.00 | - | 51.00 | - | - | - | - | - | - | - |
Minority Interest | -5.4% | -7.82 | -7.42 | -7.27 | -3.02 | -3.23 | -2.76 | -2.48 | -2.65 | -2.08 | -2.20 | -2.24 | -2.19 | -2.25 | -2.20 | -1.87 | -1.17 | -0.81 | -0.53 | -0.22 | -0.07 | - |
Float | - | - | - | 2,282 | - | - | - | 2,526 | - | - | - | 2,186 | - | - | - | 1,437 | - | - | - | 2,169 | - | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Cashflow From Operations | -130.7% | -50,804 | 165,249 | 92,367 | 30,191 | 73,951 | 167,734 | 180,978 | 58,191 | -163,866 | 200,438 | 19,426 | 69,650 | -33,712 | -31,572 | 18,004 | 62,422 | 15,366 | -17,510 | 69,495 | 22,515 | 28,146 |
Share Based Compensation | 62.5% | 2,394 | 1,473 | 2,553 | 3,185 | 1,922 | 1,366 | 1,727 | 1,334 | 1,444 | 1,988 | 1,107 | 1,155 | 723 | 660 | 690 | 604 | 1,614 | 759 | 685 | 550 | 435 |
Cashflow From Investing | 138.4% | 85,592 | -222,660 | -49,558 | -139,635 | -73,767 | -182,890 | -368,712 | 488,002 | -790,892 | -638,889 | 1,502 | -64,089 | 135,627 | -82,776 | -808,197 | -119,598 | 33,260 | 41,664 | -113,843 | 332,742 | -165,223 |
Cashflow From Financing | 200.0% | 446,632 | -446,669 | -30,289 | 375,226 | -194,317 | -630,062 | -419,426 | 204,637 | 470,810 | 34,225 | 336,024 | 403,865 | 479,900 | 231,501 | 1,240,850 | -9,466 | -57,173 | 34,320 | -81,639 | -328,202 | 46,462 |
Dividend Payments | -0.5% | 9,109 | 9,157 | 9,221 | 9,255 | 9,245 | 9,535 | 8,430 | 8,536 | 6,184 | 6,179 | 6,180 | 5,699 | 6,050 | 6,079 | 6,080 | 6,160 | 6,255 | 6,351 | 6,406 | 3,451 | 3,452 |
Buy Backs | -36.8% | 9,950 | 15,751 | 16,070 | 12,876 | 15,901 | 82,466 | 54,046 | 47,670 | 57.00 | - | 1,182 | 12,029 | 116,344 | 79.00 | 670 | 38,739 | 39,446 | 40,653 | 8,034 | 9,053 | 22,687 |
CONSOLIDATED STATEMENTS OF INCOME - USD ($) $ in Thousands | 12 Months Ended | ||
---|---|---|---|
Dec. 31, 2023 | Dec. 31, 2022 | Dec. 31, 2021 | |
Interest income: | |||
Interest and fees on loans and leases | $ 845,271 | $ 582,754 | $ 393,248 |
Interest on mortgage-backed securities | 107,555 | 106,606 | 55,802 |
Interest and dividends on investment securities: | |||
Taxable | 2,803 | 2,812 | 2,805 |
Tax-exempt | 5,980 | 4,087 | 2,719 |
Other interest income | 14,913 | 7,556 | 1,795 |
Total interest income | 976,522 | 703,815 | 456,369 |
Interest expense: | |||
Interest on deposits | 209,820 | 28,181 | 14,923 |
Interest on Federal Home Loan Bank advances | 5,348 | 538 | 5 |
Interest on senior and subordinated debt | 9,815 | 8,246 | 6,497 |
Interest on trust preferred borrowings | 6,736 | 3,482 | 1,274 |
Interest on federal funds purchased | 1,673 | 443 | 0 |
Interest on other borrowings | 18,027 | 35 | 21 |
Total interest expense | 251,419 | 40,925 | 22,720 |
Net interest income | 725,103 | 662,890 | 433,649 |
Provision for (recovery of) credit losses | 88,071 | 48,089 | (117,087) |
Net interest income after provision for (recovery of) credit losses | 637,032 | 614,801 | 550,736 |
Noninterest income: | |||
Loan and lease fee income | 5,718 | 6,275 | 7,533 |
Security gains, net | 0 | 0 | 331 |
Unrealized gains on equity investments, net | 329 | 5,980 | 5,141 |
Realized gain (loss) on sale of equity investment, net | 9,493 | 0 | (706) |
Bank owned life insurance income | 4,642 | 1,804 | 1,251 |
Total non interest income | 289,871 | 260,134 | 185,480 |
Noninterest expense: | |||
Salaries, benefits and other compensation | 289,193 | 283,905 | 214,167 |
Occupancy expense | 42,184 | 40,885 | 32,802 |
Equipment expense | 42,242 | 40,994 | 29,040 |
Professional fees | 21,200 | 18,497 | 15,614 |
Data processing and operations expenses | 19,054 | 20,876 | 14,074 |
Marketing expense | 7,914 | 7,230 | 5,413 |
FDIC expenses | 15,887 | 6,098 | 4,081 |
Loan workout and other credit costs | 852 | 702 | 663 |
Corporate development expense | 3,931 | 42,749 | 11,676 |
Restructuring expense | (230) | 22,473 | 1,346 |
Recovery of legal settlement | 0 | 0 | (15,000) |
Loss on early extinguishment of debt | 0 | 0 | 1,087 |
Other operating expense | 119,406 | 89,917 | 63,553 |
Total non interest expenses | 561,633 | 574,326 | 378,516 |
Income before taxes | 365,270 | 300,609 | 357,700 |
Income tax provision | 96,245 | 77,961 | 86,095 |
Net income | 269,025 | 222,648 | 271,605 |
Less: Net (loss) income attributable to noncontrolling interest | (131) | 273 | 163 |
Net income attributable to WSFS | $ 269,156 | $ 222,375 | $ 271,442 |
Basic earnings per share (in dollars per share) | $ 4.40 | $ 3.50 | $ 5.71 |
Diluted earnings per share (in dollars per share) | $ 4.40 | $ 3.49 | $ 5.69 |
Credit/debit card and ATM income | |||
Noninterest income: | |||
Noninterest income | $ 59,718 | $ 40,088 | $ 29,479 |
Investment management and fiduciary revenue | |||
Noninterest income: | |||
Noninterest income | 131,050 | 121,608 | 62,348 |
Deposit service charges | |||
Noninterest income: | |||
Noninterest income | 25,393 | 24,484 | 22,090 |
Mortgage banking activities, net | |||
Noninterest income: | |||
Noninterest income | 4,799 | 7,271 | 23,216 |
Other income | |||
Noninterest income: | |||
Noninterest income | $ 48,729 | $ 52,624 | $ 34,797 |
 | Mr. Rodger Levenson |
---|---|
 | www.wsfsbank.com |
 | 2219 |